Remote Mortgage Protection Advisor

Spieldenner Financial Group; Birmingham (AL); Remote; USD 40,000 - 70,000; Full time

Job summary

Spieldenner Financial Group is expanding its team to revolutionize the Mortgage Protection industry. You will set appointments with potential clients, research their financial needs, and meet families to discuss personalized coverage options, virtual or in-person.

You’ll also handle follow-ups with carriers to push applications through underwriting. This role emphasizes coachability, strong people skills, and a growth mindset, with the opportunity to influence financial protection for families

Qualifications

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• Setting Appointments: 6-8 hours per week reaching out to potential clients and scheduling meetings.
• Research: 4-5 hours per week to tailor options to client needs.
• Meeting with Families: 2 days per week to discuss options and help with applications.
• Administrative: 2 hours per week coordinating with carriers and underwriting.

Skills

Coachable

Growth mindset

Self-discipline

People skills

Job description

Spieldenner Financial Group is expanding its team to revolutionize the Mortgage Protection industry. You will set appointments with potential clients, research their financial needs, and meet families to discuss personalized coverage options, virtual or in-person.

You’ll also handle follow-ups with carriers to push applications through underwriting. This role emphasizes coachability, strong people skills, and a growth mindset, with the opportunity to influence financial protection for families